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April 25, 2017

This is the twenty-eighth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 2004 letter weighs in at 14,620 words, an 11% increase from...

April 22, 2017

This is the twenty-seventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 2003 letter weighs in at 13,120 words, a 9% decrease from 1...

April 18, 2017

The most interesting thing to yours truly about the entire United Airlines 'We Love Assaulting Our Customers' Debacle was CEO Oscar Munoz's initial response, which was to circle the wagons and attack the victim. Here is the key text from this respons...

April 18, 2017

  • Allergan’s So-Called "Performance Net Income" Is A Cash-Flow Measure, Not A Net Income Measure.

  • Allergan Has Thumbed its Nose At The SEC, Which Has Warned Against This Type of Misleading Non-GAAP Metric.

  • To Bridge the GAAP (Pun Intended...

April 17, 2017

This is the twenty-sixth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 2002 letter weighs in at 14,550 words, an 18% increase f...

April 12, 2017

This is the twenty-fifth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 2001 letter weighs in at 12,330 words, a 7.5% decrease f...

April 7, 2017

This is the twenty-fourth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 2000 letter weighs in at 13,320 words, an 8% increase f...

April 3, 2017

This is the twenty-third in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For all of the prior shareholder letters, see here.

The 1999 letter weighs in at 12,340 words, a 2.7% increase f...

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